How big is Jackson & McPherson, LLC's plan?

Jackson & McPherson, LLC's plan reported $1.2M in assets and 17 participants for 2024.

Original filing (PDF)20251014132256NAL0001452403001

Jackson & McPherson, LLC

Name: Jackson & McPherson, LLC — Jackson & McPherson, LLC, Form 5500 (2024)
Creator: Jackson & McPherson, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jackson & McPherson, LLC Profit Sharing 401(k) Plan & Trust

401(k) retirement plan · Jackson & McPherson, LLC's Jackson & McPherson, LLC Profit Sharing 401(k) Plan & Trust held $1.2M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

CRIS Jackson signed Jackson & McPherson, LLC's 2024 Form 5500 as plan administrator.

CRIS Jackson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jackson & McPherson, LLC's EIN is 72-1442023.

EIN 72-1442023

Plan number 001

Plan year 2024

ACK ID 20251014132256NAL0001452403001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jackson & McPherson, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jackson & McPherson, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACKSON & MCPHERSON, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off